Moneta Group Investment Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.07M | Buy |
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|
2025
Q2 | $935K | Buy |
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|
2025
Q1 | $834K | Sell |
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|
2024
Q4 | $955K | Buy |
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|
2024
Q3 | $821K | Sell |
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|
2024
Q2 | $732K | Buy |
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|
2024
Q1 | $580K | Sell |
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|
2023
Q4 | $598K | Sell |
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|
2023
Q3 | $544K | Buy |
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|
2023
Q2 | $476K | Buy |
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|
2023
Q1 | $412K | Buy |
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|
2022
Q4 | $400K | Sell |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | $351K | Sell |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $387K | Sell |
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|
2021
Q1 | $328K | Buy |
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|
2020
Q4 | $232K | Buy |
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